Aspire Wealth Advisors is a team of individuals who seek to impart meaningful change in their communities, their families, our firm and with our clients. Our clients rely on us not just because of what we do, but because of who we are. We are intentional leaders and matter to the people we serve. Jimmy Siegel and David Higgins, founding partners of Aspire Wealth Advisors, have been with Northweste
rn Mutual since 2007 & 2010. Jimmy & David formed Aspire Wealth Advisors in 2019 with the purpose of building a firm that delivers a “boutique” financial planning experience alongside the financial strength of a Fortune 100 financial institution. Aspire Wealth Advisors provides all financial planning and asset management services turn-key and in-house, because we know that our clients value simplicity in their lives without sacrificing results. Our focus is to ensure you’re successful by making wise decisions with your wealth – and that means how you use and protect your assets. As a result, our work is highly personalized, and we consult with a limited number of individuals and families so that we can tailor our recommendations to your specific needs and priorities. We’re focused on results, rather than ideas, investment models, etc. We emphasize progress toward achieving clear Goals that lead to a meaningful Vision. We begin with Discovering WHAT matters to you and WHY it’s important, and finish with a plan that respects and reflects that. Aspire Wealth Advisors Team:
Jimmy Siegel – Partner, Wealth Management Advisor
David Higgins – Partner, Wealth Management Advisor
Emily Halal – Financial Advisor
Allison Smith - Director of Operations
Zach Alaoui – Director of Financial Planning
Trent Boyance – Associate Wealth Management Advisor
Monica Lopez – Director of Client Services
Brooke Gibson – Director of Client Relations and Marketing
Danna Ghannam - Associate Financial Representative
John Dickey - Investment Operations Coordinator
